Agency Buy-Sell-Retire Workshop

Practical Planning for Selling, Buying, or Transitioning an Agency

April 21-22, 2026 • The Gleacher Center • Chicago, IL

Whether you’re planning to sell your agency, retire, or acquire one to grow your business, this hands-on workshop gives you the clarity, tools, and confidence to navigate agency transitions successfully. Designed for owners, prospective buyers, and internal successors, the Buy-Sell-Retire Workshop equips you to:

Plan Ahead
to protect
your interests

Navigate Every Step
from due diligence
to closing

Maximize the Value
of your agency
or acquisition

Create Win-Win
outcomes for
all parties

Even if a sale or purchase isn’t immediate, planning now ensures your agency or your future acquisition is positioned for long-term success.

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What We’ll Cover

Agency Valuation Snapshot

Understand what really drives an agency’s value for both sellers and buyers.

Value Driver Assessment

Identify operational, financial, and strategic factors that increase value and growth potential.

Operational Readiness

Evaluate processes, contracts, staffing, and risk areas that impact transition success.

Exit & Entry Options Review

Explore selling, retiring, internal succession, or buying an agency to accelerate growth.

Agency Prospectus & Storytelling

Learn how to craft and present your agency’s story to attract buyers or strategic partners.

Due Diligence Checklist

Know what buyers and sellers look for in documentation, metrics, and operations.

Buyer & Seller Mindset

Understand the emotions and personal drivers shaping buyer and seller decisions.

Buyer & Seller Q&A Preparation

Anticipate questions and concerns to address them confidently and build trust.

Benefits for Every Attendee

Owners/Sellers	Buyers / Acquirers	Successors / Internal Leaders
Clarify your agency’s value and transition readiness	Understand how acquisitions build equity and fuel growth	Understand what successful ownership transition requires
Maximize value and control the transition	Assess value drivers and operational readiness	Evaluate growth opportunities aligned to your goals
Feel confident in your next chapter, with your agency and team well positioned.	Find ideal acquisition targets and structure deals for success	Gain clarity on readiness, responsibilities, and next steps

Workshop Highlights

Hands-on exercises for owners, buyers, and successors
Ready-to-use tools, templates, and checklists
Insights for positioning and presenting your agency
Guidance on operational, financial, and strategic readiness
Actionable planning for value, transitions, and acquisitions

What to Bring

Owners: Financial statements from the past three years: used confidentially during exercises

Buyers & Successors: Notes on acquisition goals, target criteria, and growth strategy ideas

Ready to Plan Your Next Move?

Secure your spot in the Agency Buy-Sell-Retire Workshop and gain the clarity, tools, and confidence to navigate your next move.

Members: $1495 per person | Non-Members: $1795 per person

Registration is limited to 35 attendees so be sure to register early!

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